4月存储芯片迎来涨价潮,继闪迪、美光之后,三星和SK海力士也加入其中,NAND价格回涨速度超预期。美光、三星、SK海力士从4月起提高报价。这轮涨价背后主要有两大推力。需求方面,整体终端市场近期需求没有明显改善,不过DeepSeek带来积极影响。产业看好AI落地促使大容量存储应用快速增长,企业级存储的应用容量规格不断扩大,这将大量消耗存储产能。供应方面,美光新加坡NAND厂停电影响供货,群联也面临...
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